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Wilkes Martin

Newedge Advisors
32 Years of Experience
Spartanburg, SC
1 DisclosureBroker
View SEC Summary
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Wilkes Martin is a registered investment advisor at Newedge Advisors, based in Spartanburg, SC, with 32 years of industry experience. Wilkes is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 9 more. Their firm serves 49,898 clients with $43B in assets under management.

Newedge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
605 advisors
Number of Clients
49,898 clients
Average Client Portfolio
$866K average
Assets Under Management
$43.2B

Fee Structure

Minimum Investment:$10K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M2.25%
$1.0M - $2.0M2.00%
$2M+1.75%

Schedule reflects the primary Equity and Balanced Advisors Choice program. The firm imposes a maximum annual fee of 1.75% for new accounts opened after December 31, 2025, though older accounts may have rates up to 2.50%. Additional program schedules exist for fixed income, mutual fund strategies, and third-party manager programs. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

291 S Pine Street, Spartanburg, SC, 29302

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2010
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Wilkes conducts advisory services through NewEdge Advisors, LLC, doing business as Sage Capital Wealth. He is an investment advisor representative and devotes full-time hours to this activity.

Employment History
Current Registrations
Newedge Securities, LLCBroker
June 2024 - Present · 2 yrs 4 mos
Newedge Advisors
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
February 2013 - June 2024 · 11 yrs 4 mos
Raymond James & Associates, INC.Broker
February 2013 - June 2024 · 11 yrs 4 mos
Morgan Keegan & Company, INC.
February 2008 - February 2013 · 5 yrs
Morgan Keegan & Company, INC.Broker
February 2008 - February 2013 · 5 yrs
Citigroup Global Markets INC.
September 1994 - February 2008 · 13 yrs 5 mos
Citigroup Global Markets INC.Broker
August 1994 - February 2008 · 13 yrs 6 mos
Interstate/johnson Lane CorporationBroker
March 1994 - August 1994 · 5 mos
State Registrations16 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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